See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,926 | $209,336-80.9% | $197,124-79.7% | $137,256-70.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 25.59% | 48.09%-22.5pp | 44.34%-18.8pp | 220.34%-194.8pp |
| Employer contribution / active EE | $6,375 | $6,591-3.3% | $6,227+2.4% | $4,156+53.4% |
| Participant deferral / active EE | $9,797 | $9,614+1.9% | $9,135+7.3% | $6,407+52.9% |
| Admin fee / account holder | $14 | $17,308-99.9% | $16,298-99.9% | $12,270-99.9% |